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HomeMy WebLinkAbout97-00772 PETITION FOJ{ PIWnATE IIl1d GI{ANT OF LETTERS /:"11I(., "' /"".//,.- ," _ ("/:','/1/ Nil 2..1-/'l'l1- q7~ (//w kilo"",, tJ\ __ ",-./.... / / 10: Social ,\('''tI,i1.I' 1\'0. ~ - ;,1) - ("/ . Ikn'll\('t/. /' I' /'f"1l . I(e~i,'er III Wil" ror Ihe COllllty of L ,,'II (I' ";" ;:'1'./. ill lhe ('OlllIllOIl"l'alth or Pl'l1ll,-y!\'ania Iltl' pl'tilioll 01111.., lImkr""!!IH..'d rl'",pl'l'lhlll~ ICpll....l.llh Ihat: ...._ __'."._ namcd ,,~_~_~_, 19_ Your Pl'liIIOlH..'I(...l, \\1101'.. an: IS yeal' 01' it!!l' or ohh.'1 illllhl'l'\l'ClIll'''':' in IIH..'la...1 \\111 of thl' ahoH'lil'l'l'lh..'nt, dall'd ) J/,,,..,'/ii J. - .- ---- .n___ and ""dkill\) dal\:li fr' ,,///fP~( C -<r/ ,.,~.:~,C0':2,'l'-~.J.~-/?-'/f'f.z:l. ::~:;,.;;;;j,;;7~<2'; "/ /.?/ ')/9 C' ...---_...~_._._--_._- . .. ------------.----- l'lall' rdl'\;lnl l'iro':llln,Ian,'l'l. ~'.~, r~'llllnn;l\inl1, lk:\lh llll'\l'l'U1IH, l.'l\:.l lk.:elllknl '''', dlll11idkd al dealh in _Lr.~ "~LCt'_~~'77' :___ CO)!';?' Pennsylvania, wilh h_C_~. ... 1:1'1 family or prindpal rcsidclH.:c al_tC~~_cLL'-2.,..~k ~ ;~-~ .Lc<jP//-/ ~,.~~_ 7~~,~I./m~~co-z.../..t) C&7.L<:'{ ~?evs 01\1 \lfl'!.:I. lllllllhc[ <In.lllllllK'lpalitYI DI.'\,.'cmll'lll. 111\.'11 .~ / ___ \'cars or age, died .___~L".,4?"""7 5 .:~..-::.- aIC/'/ZA_J""';,~_.J'p._0''; . ' 1:\1.:l'\11 a" fl,lhms, decedent did not marry. was IlOI yivOfCCU and Jill 1101 have a child born or adopted ~iftcr c\c....l1lhlllll!. thl' will offered rl~r probate; \")~S)lOllh~ \'ktil~ ~)r a_killing ,~}.ld was (lever adjudicated IllelJ1lll','lelll: .WAL.&t..?L!./'_L-!. c.( .--;2, ( /-/14 /c J '~'.'- c;;U. ,.-<:.. ~0.A. ,.-c>/ l- ?/tJ(,. ~' / ()l'CI.:ndl'lll al death 0\\ Ill'd properl)' with estimated \'aluc~ as follows: (II' dllmidkd ill I'a,) All peF\onal properl) (II' 1I0t uOlllidkd In Pa.) Personal properlY in Pennsylvania (II Hill dOllli\.'ikd III 1'.1.) Pcr'ional property in County \'aiLh..' 1.1f n:all.'qall..' ill Pellllsyl\'tllli;: ...itll:lll.:d i.h t'nlhl\\'''': ._______+__~__~__._ / l_ ,19$;', $ /2; 0<" S $ S -.--.-.- .---.----.--..--- \\ IH:KUOKL, pelilioner(\) ",peell'ully request(s) Ihe I'robme or Ihe lasl will and codicil(s) prl.."l..'llted hl're\\itl1 and the g.rant of kttl'r....n~-;d?J"L ~ /7(" -v" h,~ y" (l~.~lallll'n!ar~: adll\il1i~lralilll\ ~'.I.a.: admini..tration d.b.n.c.l.a.) th....Hll1. ;: ~,;b...n ;;6;c:te< <' U;;ij-;~.&;;';;~ m_-==-= .~l..LCA'~.t2A'Y---1fJ~~ "-",,.<-.- ./h ~ C4/.,' r:( ~_:'_"/' .~:.;<J .../2...1.._J,__(____._ -~ t~. ~:! ~- _.-.-- .-~._-----~----_." ~----,---~_._---- ~. ; OATH OF PEI{SONAL REPRESENTATIVE COMMO:-lWEALTH OF PENNSVLVANIA COt' :-I TV OFm..Q.tMBER1,I\ND I f >:;s Swnrll III or allt~~h and \uh"'l.:rihed hel'orl.' 1111.: I hi_" - da\ of SEP'l'EMB -.--;"" -,--.~ . 97 ~CWc~~~~VJrL~{~" 15 -.;103 _II :>'U~' Till..' pl..'tilio!lcr(...1 .!!'Il\'I..'-namcd swear(s) or arnrm(s) thai the statemcnts in the foregoing petition arc tnll..' ,tlIU ~mr\,.'CI to tilL' hl..'si llf the knowil'dge and helieI' of pelitioncr(s) and that as personal rcpresen- lati\-l'l',\ cd' till' at'll)\"\.,' (,h:~cde7ll PClitiollcr(s) will wL'lI and truly administer the estate according to law. fr4':z' --'/) &..-ud ~ L"/,,/c'J -;T ;??M':"G '" ~. ~ ~ 2 Thi\ 1\ IOlClllt"\' ,11,11 tilt' lIIt~lIl11,lllllll 11l'1(' l'i\l'1l I~ lllll"lllY ,llplnII111111 .In olq'Jll.d, ('11 IIll ,Ill' III tlt'.II11 dllh. Ilkd Willi 1l11' ,h IIlI.II \{l'!'l\ll,ll. nil' HI,~~ill,III..I,'llili\',lh' \\ill'lh' 1111\\.11,1--1111', ilK \l.tll \'II,d 1"",,:,1. llllj,,' "II I'Vllll.llH'1l1 tilIng WARNING: It is illegal to duplicate this copy by photostat or photograph. I ,T till .111' ,('lllli. .Hr, ,.1011 ...."',(~\.\ii'OF'Pi,t,...,.;: ", #'*J),\ /~ ~~~\, I~ ;, ~\\ 15 '~}f! ;; i,i \ . ~. -.. ~, ,C).' ...lit"... . ~ I, \<:;' ~// ", ""-f', ",<; ",,:- 'c.",... MENI ~\;;",,' ~!.!.!:L~'!J.!- ~ ~.~~~~t~~~ 1",..1 H'TI'l1.1I 4430672 ,iJ' I 'j 1~!11 ;"':P. Il.ll,' "'O,:&3"..2.'!l COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECOROS CERTIFICATE OF DEATH '1lINT 1..'1.'1(..........(" s.ccIAlStC~I'Ilro I'>u...etll CarE 0' ou.fH ,l,le"l<J' 0........., !OINT :INI( NA"'EO'CECEOE>4T"'"...""""MI ... ',579 - 09 7375A I. Se t, 12 1997 WRIGHT IFemale NELLIE E. ,. AQE....'......,I'<I Pennsylvania Pl..ACE ~ O(IOfH'r.."". ..........._ _ ..."d....""..-_I HOSPITAL In,,,,,...., 0 UNOfl'llDJi1l' H"""! II....... a'R1HIl.&ClICl,lntl ,Ulr'OI''''''''JnC",,nI'',, \Il'fO(R,"E,.&A ~I Dip Cl i Eton Forge , uCI~n","A"'E,"""''''''V'''''Q''''''"'''.no............, .~ - ,spoel\o,L; 81 .. IlACE.A....ICMI""'....lIlKt;.WlI.11fC: ,~~"'I cou~rr 0' DE.oUH White d\ ....Carlisle Bora .'~00l' IJUSI'-IES<;n"OI:SII'I" I.. S...P:VNINOSPOUSE ,"....~......._, Carlisle Hospital WASOfCfOf"lEVEIlIN USafl...EOfOnCES' ...o....fl ..~umbe['land OECfot:""'.9USUA~OCCUPA1lOH \,;~~_r:~"':::::~';!i ", Nurse Assistant ", Has Ot;CfOE"""Sl,lAII.INO"'DClA[5S~...C""t1""..., S1..-100C"""1 770 S. Hanover St. Carlisle, Pa 17013 " rIJ"MEIl'SNAl,IE,f,,,,o,l,,,,,,,,., "'A"tTA~ S~"'TU9 . loll"'" NI_"'''''...:l.W_''' o...".ce<tI'SDIC...., ital DECEDENt'S ACTUal, I'IESIOENCl ,'lM"''''uc'''l/',' ""~.._I u Wid w d l1e,O....,<lIC_~'" ""STI" ~ *-- ~.. IO'/l'n.,.,~' udi=:=~oI MOTlitll.SNA"'El,."II<l<J1"'A<'I"Sut"_.! II. Kati IHfOIl',IA",T'SMAI~IIfQAOOIlESS,SIf....Col'yl"""",.StIl.loQC""" 2~. 22 Cherr Tree Lane ~CE~OISP051T10N'"'''''OICI''''''.....C'''''"!''''' ",OI~"Pl~. Carlisle 11b,C"',n...~~and Russe 11 Saunders .. IN'~Iol""T"SNA"'E(I,pe.P'''''1 Alice Burd IoIE1l1OOOIllISPOSITIOH -'1 rn C,,,,,",,,,,, 0 Oonotl"",O o-ISow.",' .111. SlGN.QUIlE OAIE 0' 0151'0511101'1 ....__Il~o<ns..!,rKl IV,...,,,, 0.. .....'1 02'bSept 16, 1997 R PEl'lSON ACTING AS5UCH ~ICE"S( IllJlJ!l(1l 2~cC?tnewall ~Iemory gardens NAIIE ."0 aool'lE5501' 'ACI~If'f Ue Ronan FH 255 York Rd., Carlisle, Pa 17013 OATESlGNEO ("'(0"11II,01,,_1 ,,, 05-00~Jq:f--L ',",5",j>( 11,iqr/7 WaS CASE IlHEI'II'IEO 10 MEO'CA~ EU""NEIl!CORONERl YolO ~ TOll'"tIt"oI"".ne.' 1s.-"...."for<l'..."1 ~"E'-I5E NU"'AEI'I '" 11...t0' OE&lH " 2' l!. 31. '~1lT I; ..,..... "'......, ,nfll''''O<' c,,",p''':'''''''' *n"~(I""""'~"'"I" 00"'" '"!O''''' """"0' """"0, .""~ ..u.a'lt .'...P"AIO.... .".tt. ,""..., "'"~ '.....'" ~,t1~""''"~..'''''IUl~... .~~o(w,J.,'A1- ;::L)J..(cv'ci,,,,J o E IOrQOl .~.Cn"SEO'Jt"CE l)<j P,\lfTtl:Ol_.oQtl.roeUil_COtII.<toJllnQIO...I""llIII ""'._"'9"'!II~CI....QMft..PI'JITI ."W<l.....1O :''''.....IIt1t_" :"""""",,,.!n : h.i-~ \: WEI'IEAUTOPSl"",OINQS _'l..&e~EPRIORIO COMPl[TION~CAUSE 0' Dl.ATHl OUEIOIOIlASACO.5[QU['ICECil OUETOIOllASaCQi"SEOur"l':Ef'll "'AN"EIIO'OCAIH OAI(O"NJUnl ,..."''''n.....,'.1 "...eor'''JUnl ''''-lIJIl'.fJ'M;)II1<1 OEsellrSE HOWINJURl OCCUIlIlED ':s3'- o o ACCocl.... P''''l'~'n..''''l''''''' o :J :J l2~Cf.OI'I"'-l"'I'IY-~I"""" ,,,",,,,.UI.,.tl"".OlftC. .... llu'~o!c'~r",."..l ,~ HIMII "0","''''" .... 0 ,"pO ~D ~~ ,.~ COut<IMlbo1.'.'...,noo<l .. 2Ib. ClIlTI'I(A 'C.",. 0"1, ""*1 'Ctll""'MQ PHYSICIAN ,""......" <..t~~~~, ,~'" cJ c..'" '"',"" '''..... V'.'..- ,,, ""1.'",,,,,...,..., .t. I'~ ,I"" To IN _101"', ~fOOw""Q" d"'~oec.."'" """0 "" ......Ul"rod"'""".' II ,1,1'" .-..f'....t...~..J ~ JIb llC(NSe'IUlJOCfl ("E D" 1'1 D" Z. 12 (- ',", ~ NA"'E ANO.loOQAESSOF PEI'ISON WfJ1.CC~P~E1EOCAUSE 01' EATH "J :~"'c;;;);5Ic rq'5\":70~\'\)~'-c\ "IlONOUNCINQ aND CIATl''''",O 'HYSIC1AN ,Pf,.,..",,, ,.,.., "'''''""n( ''''1 ,,...,. ..<1 '''','.,'''1 '0 <.'.... '" ,.,..."" To 1111 11+I, 01..., ~fOO*lI<IQ'. ""I~ oce.."'" III~' ll",". dill. ,"" plIU, ."" dWllO I~' .......'1 "'" "'.nn.. ,. 01110" 'UlOICAllUUINlflICOflONIER On Ill. bul. 01 ",,,,'nOllon Indlo' In...lIglllon, In "'y o~'n'an. ""1" OCCy"." II t~~ IIml. d.... In/l Pll(~, .n" due 10 1~' uy'"I'II"" '''"<In....IIIII<I,,...... .,.. ... ........ ... . .. . ,.. I'IEG'SIl'lARSS'O,,,ru OAT~ ~'LEO,"~',~ Pd' ..." e- 1......11(11 ~, ~&.~.~ l3:h.\D>J_JlJ " - t....""""i WP.~~.-..~- OF NELLIE E. WRIGHT l. Nellie E. Wright, rl'sidinl; at 7711 S. Ilanovl'r Strl'I't, Carl isll', PennsrJvania, being uf a sound and disp()~;int; mind, O\'f~r the age of I'il;htppn (18) years, and under no legal disability, do hereby make, publish and declare this to be my Last Wi 11 and Testament. hereby revoking all other Wi lis anti Codicils heretofore made by me at any other time. EJ..BST: I direct that my EXl'cutor. herl'inilftt'r naml'd. pay all my .iust debts and funeral expenses as soon after my dei.lth as prilct iCilhle, including all property, state and federal death taxes assessed against me, my estate, or my beneficiaries, without proration among my beneficiaries. f1owel'er, all property bequeathed or devised hereunder, either outright or in trust, is bequeathed or devisf!d subject to existing mortgages, I iens or encumbrances thereon. SECOND: give and grant unto my E:,ecutor appointed herein and his successors all the powers given under the common and statutory law of Pennsylvania at the time of my death, to be exercised in his absolute discretion, unless otherwise restricted herein, in any capacity to which such powers may be applicable. In addition to such powers, he shall have the following powers: A. To accept in kind and ret.ain any properly which I may own at my death, without regard to any principal of diversification. and t.o invest (.,./') '. I. fi c;1,{,c-e. Nellie E. f'" ,r" , C';. 1(//1.,//0 f- Wright ~HHI rriH\'p~;t ill ;"'\ torn; ul propPl"t\ :..ithout !"psl rit. t lUll lo 11'~~\1 ir\\I'~ili:':Pllt~i tor liduciilrips. D. To purchase invpstml'lIts at a pn'millm alltl. al his disr:r..t inll, to chilrge such premium and the premiuin 011 all)' illvf'stmellls nWIlf'd II)' /r.f' at m\ death either to prillcipal or (lIcoml'. C. To give proxies alld to Joill in an)' merger, reorganization. voting trust pliln, or other concl'rlc,d action 01 security holders affecting investments. delegating powers with respect thereto. 0, To sell at public or privilte sale, exchangf' or lease for any period of time all)' real or personal propert)', and to give optious for sales or leases. E. To borrow money and to :nortgage or pledge any real or personal property, F. To register properly in the name of a nominee or to hold property unregistered. G. To compromise claims. H. To allocate any propert)' received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of trust accounting. I. In investing, reinvesting, purchasing, acquiring, exchanging, and selling property for the henefit of my estate or any trust created hereunder, they shall exercise the Judgment and care, under the circumstances t.hen prevail iug, that mell of prlldence, discretion. and '- c. 1{~c " ac...e Nellie E. Wright intplli~pnrt' pXt'I'('i~iP in llll' ~allil1;(~mel1l ot lht.j,. own allilil's. nol ill rp~ill'll to speculation, hut in regard to the permanent disposition of their funds. considl'ring thp prohahlp incoinp as loll'll as Uw probahlr' safr>ty of IIwir capi tal. THIRD: [h,'r"h\ nOI1:in,t!.. i1nd ..pp"inl 111\ SPOUS!'. Charles Wright, .JS Executor of this my Last Will and Testament. In the evenl he predeceases me or is unable to sen'e as Executor, then I nominatp Miles T. Burd as Executor of this my Last Wi II alld Tr'slampll!. ~Iy indi\'idllal E>;f'cutors shall not hI' required to furnish bond or surety. FOURTH: I give, devise and bpqueath all of my Jewelry. clothing, household fUl'llitun! and furnishings, chillawaI'l'. si 11'1'1'. piclures, works of art, hooks, persollal automobiles, and other tangible articles of a personal nature anu other simi lar tall'~ible personal prop,>rl'y not otlwndse he,!llPathf'd or de\'ised herein, not including cash or securities, together with any existing insurance thereon. to my spouse, Charles Wright. if he sur\'i\'es me. FIFTH: [give, devise onu bequeath all the rest and residue of my estate of whatever kind and description where\'er sitllate, to my spouse, Charles Wright, ahsolutely and in fee simple. ~XTH: [n lIlP ['v['nt that l~y said SPOIIS['. Charles Wright, has predeceased me, fails to survive me by ninety (90) days. or if we should perish in, or as the resull of, a common disaster, I give, devise and bequeath my resiuuary eslate to my stepchildren, Alice B. Burd and Charles T. Wright, in equal shares, per stirpes. [specifically do not intend to [ea\'e any of my c, J ~r L "'" E' I {. /' .A!L::, ,/ 'I':-L'u. -. !/'//2-<_~'_ Nellie E. Wright ' estat,> to I~y adopted ';011. Arthur Edward Pritchett 1)1' t:I\ Iwo ~rall,ldatlghtl'rs from my <I",<,as,'d dallghtpr, Mary E1lell Walker. SEVENTH: III the ('\'('lIt my SpOllSP, Charles Wright. [ails [0 slIniv,> me by at least lIillety (90) days, it shall be prestlmed that 1\1; pn'dec('a,;"d me. EIGHTH: My SpOllS'" is e:,cclItillg a si:nilar will; IlOw,,",,'r, lh,'rp is 110 intention that either of liS shall be prohihitpd [rom making 3 di[[erent testamentary disposition either belaf'(' or aft",r th.., ,IPalh of 011(' o[ II.';. IN lVITNESS WHEREOF. i have herPlIlltlJ .';el ICy hand ~lllll seal this /C-~J day of 1\"""0\)' r , 199'1. '--/") '. :C . /'" " LJ:Lct c.-<:..., (-" .1f../U_'yi:i..?:-1 SEAL) Nell ie ~. Ihight Signed, sealed, published and declared by the foregoing Testatrix as and for her Last Will and Testament. consisting of 4 pages, in the presence of us, who at her request, and in her presence, and in the presence of each other, have hereunto set our hands.aswi/,r~es th..e.reto, ~) <~qL, fi60() >-4 L7:/ ~ ~ ~:ne-- -' ~ 4 COMMONWEALTIl OF PENNSYLVANIA COUNTY OF YORK I, Nellie E, Wright. Tt'statrh, '''il'S'' na~lt' is siguf'd to the' attached 01' fOl'l'goiug iustI'Uml'ut. being dull' qual i tied a('Cordiu!; to Ia", do hereby acklllJ" 1 edge I ha t 1 ~; i gUt'd ant! l'Xt'CUt "t! t hl' ius t rumt'ut as m\' Las t IH 11 aud TpstilITlpnt: that I siglll'd it "i 11ingll': iI/III that I sigul'u it as my fret' aud \'oluuta!,\' ,lct tor the PUl'l'O.';,'.', th""I'ill ,'xl'.,,,.,;,...!. Sworn to or aff i rf'l'd aud ackuo\'1l'dgpd bPlol'l' mp by Nellie E. Wright, the Testatrix, this ._C'--.. dal' of ,U1:f/ill.11/\ , l'JY'J. ~''7 ...... Li..-L<:"(:~cL C' Nellit' E. Wright "I) ,(' _'c'-L/!,,,-.;.i.LL / - I ) Notary Public ~l' COlf,missiou /' 'T- 7'!->7-<._~f '/f'" (/,(. "--~ COMMONWEALTH OF PENNSYLVANIA ex i rrs: NJtn.r.,11 SHn\ . Sh.1rcn E. Eo-.,'/t:r[f.'iX, Nolarl Publc H:\~~'/t'i Baiu. Yr;lk (;ounr r,;yCm;\I11."SlonDp,,,,sQct,2 ,1997 /' COUNTY OF YO~K /;) //;;':(~: 0 cJ rf-?"",jj: the wituesse~e~f~~~~n~;6/(a~~~~-t-t~-ti;'e ~~~a~o~gojj;~ ~~~, being dull' qualified according to 1a", do depose and say that we "ere present and saw Testatrix sign and execute the instrument as her free and \'oluutary act 1'0[' the pur'poses therein expressed; that each of us in thl! hearing aud sight of the Testatrix was at the time IS or more years of age, of sound mind and under no constraiut or undue influence. //. j ( /. ,'n( this~ p.')' affirmed a\l-ll.,subscrihed beforf,!! by c j and _l..,,~ c;( I;)/lr.-I, 2:t/J :J ~-;;;;r;;:,":, 11) I):} . . loJi tnesses, G L" (i. ' , \ . d);' /' '--.L /. ,,' .' . ,- .' .. _:',.i ,...( . '(;, .,le." I / ~ :7 k1~J2 '\f. ((\, 'I e(L / 'f '( r ./" ,__ .;/(~ L {, ( j. ) ,'. [."'~ /L., Notary Publ ic ( HI' Commission Expires: " J N""rialc;"a! Sh8rcn E. GO~:;;;so> 'i<:C!t:lIY Public l-!;r,;-:.v€I" Poorl'. Yr.!k ~O~:;lty r~~yc.::'lllnli.s.s;(I.) E~:J;I~s ce:, 2/, 1 G97 "" , ::3 ;;; ~ ~f- ~ HZ f-' ..: ~LLl:-"V'l7.Z ;;;;0;:: 0:: g ~ Of" t.J ...J (5 r-:: :::i GO ::::J . f-: ~ ~ >- ~ :5:I:<~In~~ U(/)~Lde]~~ ~<206Q.g ~-lRUiZ" OJ:; r-:f Ul ~::><'" 6 <"0 Z r.:; Cl <: :r tIl '" (.? :z ~ ~ J .' f-, ../" CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Naae of Decedent: NELLIE E. WRIGHT Date of Death: 09/12/97 ViII No. 21,97,0772 To the Register: I certify that u~tice of beneficial interest required by Rule 5.61a) of the Orphans' Court R~les was served on or mailed to the following beneficiaries of the above-captioned estate on October 9, 1997: Name Charles T. Wright Alice W, Burd Address 23 Southwood Drive West, Hartford, CT 06110 22 Cherry Tree Lane Shrewsbury, PA 17361 Arthur Edward Pritchett Route 1, Box 83C Aldie, VA 22001 Helen Tressler Eva Richmond Anthony Papa 629 Worth Street Reynoldsville, PA 15851 6563 Desert Queen Avenue 29 Palms, CA 92277 7829 Garner Drive Manassas, VA 20109 Notice has now been given to all persons entitled thereto under Rule 5.6(al except: None Date: /;:/JI/11 ( I G H. 'eo'. Eo"", 1157 ichelberger Street, #4 Hanover, PA 17331 (717) 632,1784 IN THE COURT OF COnnON PLEAS OF cunBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION Estate of: Estate No.: 21-97'0772 NELLIE E. WRIGHT Late of the Carlisle Borough Cu.berland County, Pennsylvania INFORnAL ACCOUNT of "iles T. Burd, Executor of the Estate of Nellie E. Wright, late of the Carlisle Borough, Cumberland County, Pennsylvania, deceased. ~~ '-/14-vw<- Hiles T. Burd, Executor 22 Cherry Tree Lane Shrewsbury, PA 17361 ~~ '<~ R,!caJl.!.tulatil!!l. Principal R~alty Balance Principal Personalty Balance Income Personalty Balance ~ ~ ~ 11I.011I 9,816.35 78.04 Total Available for Distribution ~ 9,894,39 Balance is compos~d of: 1. 2. Estate Checking Account Pennsylvania Inheritance Tax Refund ~ 9,821. 67 215.53 Less Estate Expenses to be paid: 1. 2. 3. Register of Wills Douglas H. Gent lIiles T. Burd $ 37.00 450.00 ____200.00_ Total Available for Distribution $ 9,350.211I Che~!LJ,Q be~!:!ttl?n 1. 2. 3. 3, 4. Register of Wills Douglas H. Gent lIiles T. Burd Alice W. Burd Charles T. Wright $ 37.00 450.011I 200.00 4,567.34 ~67.33 Total $ 9, f\21. 67 . Upon rec~ipt of the Pennsylvania Inheritance Tax Refund, same shall be distributed to Alice W. Burd and Charles T. Wright, equally. ;:; ~ !:: I- Z '" LU ,. In /; Z O:s ill >= ~ <1; o :-( ;.J C;; it( ill I;; G; ^' >- ~ a: ~ :.a (f).~ ~ ~ LJ.l r::: <c:::uoc..r:: -l~i:i:i7.~.... o r--<l.Ll ::J "( :: :t > 8 - ~ J: "( " " IN THE COURT OF COKKON PLEAS OF CUKBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of: File No. 21'97-0772 NELLIE E. WRIGHT Late of CARLISLE BOROUGH Cumberland County, Pennsylvania, deceased RECEIPT AND RELEASE KNOW ALL KEN BY THESE PRESENTS, that the undersigned do hereby acknowledge to have received this day of and from Kiles T. Burd, Executor of the Estate of Nellie E. Wright late of the Borough of Carlisle, Cumberland County, Pennsylvania, deceased, all of the property distributable to them and for and in consideration of the receipt thereof, do hereby remise, release, quitclaim and forever discharge the said Executor, as aforesaid, of and from all liability for any reason whatsoever, arising out of the settlement of the said Estate. The undersigned, being all the distributees of the said Estate, do hereby agree to refund to the said Estate any amount which shall be necessary in the future to discharge any liabilities of the Estate of which they may hereafter receive notice, should any such liabilities be found to be due and owing, to the extend of the aseets being distributed pursuant to this Receipt and Release. 1M VITMESS WHEREOF, the undersigned haR hereunto set their hands and seals this ..<c. t'j day of ,4/ N',- L . 1998. WITNESS: (" /zjz J.I.'~nL plY'" LulJ': \, CHARLES T. WRIGHT {4uW:/ .. a&~./ vI- /3~(/l~_ ALICE V. BURD ---------~_.__._-_._---------- REV-l000 EX + (1-97) CHTICIAI U5( ONLY REV-1500 COMMONWEALTH OF PENNSYLVANIA FILE NUMBER DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT. 290601 RESIDENT DECEDENT cOUNiVco()[ y~^\, RgJ,~~ HARRISBURG, PA 1712B-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Wright, Nellie E. DECEDENT SOCIAL SECURITY NUMBER I DATE OF DEATH I DATE OF BIRTH 579'09-7375 09/12/97 10/02/1915 ~f A"rLICAOLE)SUIlVIVINO SPOU5E'5 NAME (LASr, I SOCIAL SECURITY NUMBER THIS RETURN MUST BE FILED IN DUPLICATE IRSf,ANDMIUOLE INITIAL) WITH THE REGISTER OF WILLS 1. Original Return 2. Supplemenlal Relurn H 3, n.m,."" not"," CHECK (d,lteolde"thp'lorlu12-13-821 APPRO- 4. limiled Eslalo 43. rutmll InlerC5t (;ornprllml!ll.! 5. FDdoTIlI ESlalo Tax AIm. Acquired ~.:JIII' 01 dlMfh /liter 12-/2-821 PAlATE 6. Decl!dllntOUldfnlatll 7. eClIdent Malnt.1lnerlaUvlng lrU5t o B, TOlal No. 01 Salo Doposil Boxes (Atlach clIpyol WillI ltltaCh copyol frU!;t) BLOCKS 9. Utiaalion Proceeds Rocelved 10. pouul Poverty Credit (datil 01 death bllwllIIn -n 11. (~lect.ontot1,M\unde'Sec.9113(Al 12-31-91andl-l-DS'. Attach Sch 0 THIS SECTION MUST BE COMPLeTEll, ALLCOARESpONDENCE" CONFIDENTIAL TAX INFORMATION SHOULD BE DIREcrEDTO: NAME COMPLETE MAILING ADDRESS DouGlas H. Gent, ESG. 1157 Eichelberger Street CORRES- FIRM NAME (II Applicable) Suite 4 PONDENT MenGes, Gent & MclauGhlin, LLP Hanover, PA 17331 TELEPHONE NUMBEA (717) 632,1784 OFFICIAL USE ONLY 1. Real Eslalo (Schedule A) (1) None 2. Slacks and Bonds (Schedule B) (2) None 3. Closoly Held Corporation, Partnership or Solo-Proprietorship (3) None 4. Morlgages & Noles Receivable (Schedule D) (4) None 5. Cash, Bank Deposils & Miscellaneous Personal PropOlly (Schedule E) (5) 17,642.73 6, Joinlly Owned Property (Schedule F) (6) None 7. Inter-Vivos Transfers & Miscellaneous AECAPIT - Non-Plobale Property (Schedule G or L) (7) None ULATION B. Total Gross Assels (Iolal Lines 1,7) (8) 17,642.73 9, Funoral Expensos & Administrative Costs (Schedule Ii) (9) 5,309.39 10. DobIS of Decedont, Morlg. Liabilities, & Liens (5ch. I) (10) 1,890.41 11. Total Deductions (Iolal Lines B & 10) (11) 7,199.80 12, Net Value at Estate (Uno 0 minus Uno 11) (12) 10,442.93 13. Charitable and Governmental Bequests/Sec 9113 Trusts -- for which an election 10 lax has not been made (Schedule J) (13) None 14, Net Value Subleclto Tax IUne 12 minus Line 13\ (14) 10 442.93 15. Amounl 0' line 14 taxable althe spousal - ' tax rale x .0 (15) - See instructions on page 2 for applicable percentage TAX 16. Amounl 01 line 14 COMPUTA- laxable at 6% ralo 10,442.93 x .06 (16) 626.58 TION 17, Amount of line 14 taxable 8115% rate 0.00 x ,15 (17) 0.00 18, Tax Due 118) 626.58 19. Ri'ICHECkHEREIFYOilAflEREQUESTINGA flEFUNtiOFAN OVERPAYMENT.I /~,--~(I,3 -,/ I c . >>BESURETOANSWERALLQUESTfONSON PAGE 2 AND RECHECK MATH<< . ' .,.. Undor penalties of Dorjury, I declare thaI I have examined Ihls return, includin~ accompanying schedulos and slatemonts, and 10 1110 best of my knowledge and beliel, it is true, CO/lOcI and complete. Declaratlon of preparer other than the personal representative is based on all inlormation 01 which proparor has any knowledge. SIGN RE qr. _.,ERSON RESI"'ONSI01J..:E9R FILING RETURN ADDRESS ,::'l"~ /~~ See Schedule attached IGNATU E or PREP En aT E N REP AoonESS 1157 Eichelbe er Street, Suite 4 Hanover, PA 17331 DATE 3/k/N , DAlE 3b~ /~C- ,.. ( Pogo 2 PA REV-1S00 EX (1-97) Decedent's Com lete Address: STREET ADDRESS 770 South Hanover Street CllY Carlisle Tax Payments and Credits: 1, Tax Due (Pogo 1 Line 18) 2. Credits/Paymenls A. Spousal Povarty Crodit B. Prior Payments C. Discount STATE PA ZIP 17013 (1) 626.58 800.00 42.11 Total Credits (A . B . C) (2) 842.11 3, Inlerest/Penalty if epplicable O. Interest E, Penalty (3) 0.00 (4) 215.53 (5) (SA) (SB) TolellnterestlPenalty (0 . E) 4. If line 21s grealer than line 1 . line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 19 to request a refund 5. If line 1 + line 3 Is greater than line 2, onter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enlar the lotal 01 Une 5 . SA, This is the BALANCE DUE. Make Check to: REGISTER OF BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Did decedent make a transfer and: a retain the use or Income of the property transferred; , . . . . . . . . . , , , . . . . . . . , . . . . . . , . . . . . , . . . , . . b, retain the right to designate who shall use the property transferred or its income:. . , . , . . . . . , , , . , . . . c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . , . , . . . . . . . . . . . . , . . . , , . . . . . . . , . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , , . . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her dealh? , . , , , , , , . . , , . , , . , . . , . , , . , . . . . . . , , , , , , . . . . . . , , , . . . , , , , . , . . . . , . , , , , . . . 4. Did decedent own an individual retirement account, annuity, or other non-probata property?, . .. .. . ... .. Yes No ~ I o :8l: 8 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P,S. ~9116 (a) (1.1) (I) providod for Ihe reduction of the tax rate imposed on Ihe net value 01 transfers 10 or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1,1994 and before January 1, 1995. 72 P,S. ~9116 (a) (1,1) (II) provided for the reduction 01 the rate imposed on the nel value ollransfers 10 or for Ihe use 01 the surviving spouse Irom 3% to 0% for dates of death on or after January 1,1995. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995 -- Please answer Ihe lollowing question by placing an "x" in fhe appropriate space. Old the decedent create a trust or similar arrangement which Is solely for the surviving spousels benefit for his or her entire lifetIme? Yes 0 NO:@: II you answered yes to the above question, the tax on the trust or similar arrangement is pos:poned until the death of the second spouse, at which time it will bo fully taxable at the rate{s) applicable to the remainder beneficlary{ies). Enter the value of the trust on Schedule J, Part II, in orderto remove it from the calculation 01 the tax due In this estate, You may wish 10 liIe Schedule 0 in order to make the election available under Saction B113, lIthe election is made, the trust or similar arrangement Is taxed in the estate of the first decedent spouse, the portion of the trust or similar arrangement which benelits the surviving spouse Is laxed at the zero tax rate, and Ihe remainder Is laxed at the rate(s) applicable to the remainder beneliclary(ies). If you choose 10 make the election, you must attach Schedule 0 10 a tlmaly-lIIed tax return, along wilh Schedule(s) K andlor M in order 10 show Ihe apportionment 01 the Irust or similar arrangement between the surviving spouse end the remainder beneliclary(les). 7 PA15002 NTF 10870 Copyright Forms Software Only, 1997 Nelco,lnc. Estate of: Nellie E. Wright 21-97'00772 SlM>1ARY OF ALLOCATIONS TO BENEFICIARIES Class A Charles T. Wright Alice W, Burd 5,221.46 5,221.47 10,442.93 Estate of: Nellie E. Wright 21-97-00772 The following person (s) are signing the return as representative (s) of the estate: Miles T, Burel 22 Cherry Tree lane Shrewsbury, PA 17361 REV'l50B EX + (1-B7) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Nellie E. Wriqht Include proceeds of Iltlgallon & date proceeds we,e receIved bV the eslale. All prop. jointly-owned with right of 8urvlvorshl ITEM NO, DESCRIPTION 1 PNC Bank Checking Account #5000843342 2 PNC Bank Certificate of Deposit #21001055737 Interest on above item accrued as of decedent's death 3 PNC Bank Oertificate of Deposit #21001055660 Interest on above item accrued as of decedent's death 4 PNC Bank Oertificate of Deposit #31700031531 Interest on above item accrued as of decedent's death 5 PNC Bank Oertificate of Deposit #31000031722 Interest on above item accrued as of decedent's death 6 Miscellaneous Household Goods and Fuxnishings 7 Northern Virginia Electric Cooperative Refund 8 The Sentinel Newspaper Refund 9 United Arrerican Insurance Canpany Refund 10 The United Telephone Canpany Refund 11 Chapel Pointe at Carlisle Refund 12 Northern Virginia Electric Cooperative Rederrption of Stock 13 Dr. Hartzell - Refund 7 CPA81 NTF1090' Copyright Forms Soltware Only, 1997 Nlllco,lnc. TOTAL Also enter on line 5, Reea itulation $ (If more space Is needed, insert addilionalsheets of the same size) 21'97-00772 must be disclosed on Sch. F. VALUE AT DATE OF DEATH 2,776.39 3,500.00 18.13 3,000.00 33.46 4,500.00 11.50 1,715,89 59.89 787.00 50.14 81. 40 56.71 2.99 713.12 273.71 62.40 17,642.73 REV-1512 EX + (1'97) COMMONWEALTH OF PENNSYLVA~'IA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Nellie E. Wriqht Includo unrolmbursod medlcol ox onsos. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER 21-97-00772 DESCRIPTION AMOUNT 1 Sprint - September Telephone Bill 2 Sprint - Telephone Bill 3 Chapel Pointe at Carlisle - Final Rent Due 41. 52 59.36 1,789.53 7 CPA12 NT',0912 TOTAL Also enter on line 10, Reca itulation $ <If more space Is needed, insert additional sheets of the same size) 1,890.41 Copyright Forms Software Only, 1997 Nelco, Inc. REV-1S13 EX + (1-07) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Nellie E. Wri ht No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (Include outright spousal distrlbullons) 1 Charles T. Wright 23 Southw:x:x:i Drive West Hartford, cr 06110 2 Alice W. Burd 22 Cherry Tree lane Shrewsbury, PA 17361 21-97,00772 RELATIONSHIP TO DECEDENT AMOUNT OR Do Not List Trustee(s) SHARE OF ESTATE Stepson 5,221.46 stepdaughter 5,221.47 ENTER DOLLAR AMTS, FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEer II. NON,TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION B113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 7 CPA13 NTF 10913 (If more space Is needed, Insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. 0.00 miti!,;,~f~ ;~I)rff~I~lfl '\,lllil"\~ !~1!;~l'~i~li:t~I~Wl1 /~'f"q"~~j~>>~"~ f;~"~~lH ~~i~~. 'i~~~~ ~~, UF NELLIli E. 111!1G1I'I' I, Nellie E. Ih'!ghl, residing al nu S, lIanover Sl1'<'!el, t:arllslll, Pennsylvania, being of a sound <Iud disposiug mincl, o\'el' lite :lge of eigblelln (18) yeal's, allll under no legal disability, do ltel"l!lJy make, publish and declare this to Iw my Last lIill and Testament, herehy I'evoking (III ol./If)r IHlls and Codicils heretofore made hy me at an)' other time. E,lJllIT,t I direcl lhat my Execulor, hereinafler nallll!ll, pay all III)' just dchts anti funeral expenses as soon after III)' death as practicable, inclUding all properly, slate 111111 fedel'al death taxes assessed againsl lIIe, my estille, or my beneficiaries, Nilhout proration ;.ullong lilY beneficiaries. lIowI'ver, all propert)' IHHlueal:hed 01' devi.~ed hereunder, oi ther uulright OJ' in tnlst, is lJe1lnealhl'!d or devisl!11 subject to existing mortgages, liens or encumbrances Ihereon, ~ONQt I give allll grant unto my Executol' appoint{!(1 herein and his successors all the pOl;eI'S given under the common and statutoI')' 1m; of Pennsylvania at the Lime of my lIeath, to be exercised in his absolute discretion, unless othen;ise I'estricl:ed he l'Id n , in any capaci ly to which such poweJ's may be "pplicable. In add i ti on lo such pONers, be sba 11 ha\'e tbe (0 II 01; i ng pOIHlrs: A. To accept in kind and retain an)' propert.y which I mal' Ol;n ilt my L1eath, ,;ilhullt regard lo any pI'ind"al of diversification, 1II1L1 to invesl ~l~ /". .( L~t-::' e. Ne .llc I'.. f='" /- . ~ (~--, 1(I/I-(/~/,j- Hrlght (11111 1','jlll',':;1 ill all)' 1111'111 Ill' 11l'1I1"'I'I.\, IIi 1,1111111. 1'",,11'1<:1 illll III 11'~al In\'l,,,llnenls I 01' II "lie i:Il' i (',;. II, To plI('(:lIa:;e illVL'sl'illl'lll" al a I'I'l'lIIilllll mill, al hi" "1';"1'1'11011, l u clmrge !itlch pJ'Plll i 1I111 cllld t.he Jlrolll i IIIlI 011 illl)' i 1I\'m; 11lIl!lIl!j (1I~IH.tI IIi' ,"(I tit "'r dealh ,!iLh,,1' 10 pl'illdpal IJI' i/ll:OIlIl'. c. Tu 1Ji\'(~ proxies alld to ,juju ill nllY nIP J'ge I' , I'(lorgnlliznl.ioll, \'ollllg Ll'u:;l I'lilll, 01' olll01' co'";ol'l;oll :\1;1;1011 of IH,ClIl'i 1.1' holdl'l':; afCocl.IlIg ill\'eslmeIlLs, "elegal illg 1"OIICI'S Ilith J'('sped I.hol'elo. U. To sell al; publ ic 01' pI'ival" sale, I'xchallgl' 01' leasl' 1'01' all)' period of lime aliI' I'eal 01' persollaI pl"operly, alld Lo gil'l' opliolls fol' sales or lenses. E. To hOI'l'OII mOlle~' alld 10 morlgage 01' I'Iedge aliI' I'eal 01' pCl'sollal properly, F, To l'egish.1' pl'Opl'l'ty ill IIIl! 'laml! of a IIl)milll'l' 01' 10 hold propcrl'y IIlll'egi,;lel'e". G. To coml'I'omise claims. II. To a I I uca Lu <Ill)' I'I'OIIPI'I.)' I'eee i \'od 01' chal'ge i IlclIl'J'l'd lo prilleipal UI' illcume 01' pa1'lly to each, IdLhouL beillg obli;:,,,1 t.o al'pl)' I. II.! usual rules of Ll'usL accoulltillg. I. In investing, l'eilln~slillgt ptll'Chaslllg, acquiring, exchallgillg, "lid sp.l] jllg pl'opel'ly for lhp. he/H,fit of my l'sl.al.e 01' all)' LI'ust created lIel'l!lIl1del', thol' shall exercise the ,jlldgmelll alld cal'e, IIIHlel' I.hl! dl'l'lImsLallces 1.11"11 pl'ul'ai I illg, L1wL m,.1I of pl'lIdellc',!, Ili:;crr'l ion, illld 'I ~ 71 -<::-' y~ L ,{(I:~e c__, 7, f/,t Ncllle E. \vright , IlIll'III~PII(;11 "Xel'l:i~il! III Ihe mallugelllllllt ul I IlIli I' olm affaiJ'.';, lIul ill J'egal'll tu spoclllnl.iulI, hili, ill 1'(' I(a nl lu \.h(, ponnallolll d1spusiLiuII ul Iheil' 1IIIIIIs, cOllsillpJ'ill!~ L111' pJ'llhahl,) illcumf! a,; I/l'll a,: 1'1111 pI'ollnhll' s,'[I'[r 01 th,'il' cap! I ai, UIUWJ.. I hlll'l'hl lIomillale allll appollll In!, .';I'OIlSI1, Chm'les 141'ighl, as 1l.'Cl!cutul' uf Ihis III!, l.ast l4i II allll TI'.'olamf!lIt. III Ihe 11\',!ul III,' 1'1'l!1I1'l'I'i1s,.'.'; 11m 01' is ullable t.o :;1'1'Vt' as Execut.ol', Ihl'lI I 1I01llillatt' llilcs T. lIul'll as Execul.ol' of lhis mr Last 14111 ami Test.amt'lIt, /Jr illtlidllllal EXf!elllol'.'; shilll 11111 1/1' 1'(!'luil'l.'l1 10 flll'llish h01l11 01' .';III'1!t!" FOUnUll I g j V(', tI(.'\' i sp. alld hequeath a] I u f III!, jl'l/P I I'!" c:J olh i liS, hOUSl'holtl fUl'lIlll1l'e allll fUl'ulshlll.l;.';, chill,II/i1I'I.', sllvl'l', piellll'1'5, !llIl'k,; of ill'l, hooks, 1"'l's'IIIi11 aut.omohile.';, ill III ullwl' tallgilde articles of a pl'I'SOlml lIatUl'e i.l1I<1 ollwl' silld lal' lallgibll.' pel'sollal Pl'ol"'I'I'!, 1I0t IIlhl'l'ldsl' hC'iIlI'athetl ()J' do\'i!H.HI hp'J'oilJ, IlOl. including ca.rih or !.;(~("t1rit.ie!;, t.Ug{!'-Il0J' lo1ilh allY existius illSUl'allCI1 1I1l!1'f!0Il, to my SP"II':f!, Charles 14rlght, i I Ill! sUI'viv.!s IDe. FI.F'fIl: I give, tlevisl! 111111 he'illl'ilth all Ihe rest anti t'esitluf! o[ my estate o[ whall~\"!r kind ilnd descriptio!1 liherever sitllill.l!, 1:0 III!, SII()USt', Charles Hrighl:, absolulely and in fl'e simple. SIX.TUl. In UH' P\'elll Ihat my said spOllse, Char'les 14l'ight, 1);It: pI'l!d!!cl!ased lIIe, fai Is to slIl'virc I:W hy llill!!l:\, (9()) tlay~;, or if 'i'! .';houltl pl'l'ish in, or a.'; I.he l'eslIll of, 11 commoll dis1151.1!1', I gi\'c, t1.!\,ise and bequeath ID\, I'psiclllary c!slalp 10 lilY sb!pchi 1111'1>11, Alice D. Durd an<l Charles 1'. J.Jl'ight, ill PCIII.11 shares, per stirpes [speciCica! II' tlo 1101 intend 10 (em'!! any of my 3 ':17 _." C 'I J ~ .:_f,/I:<<.-e, c. ,.{/ /l-G. . . Nell!." E. "c'/gltt L '!Slilll! 1011I\' 11110pl,!t) ~aJII, Arlhur ElIllal'll f'rilchcll UI' III\, IIW 1;lalldd,lIl1;hll'rS 1'1'0111 IIII' t)Pl'.'!i1,':,'t1 dilllghlt'I', tla1'l' EllclI Ilalkcr, !,iJiJl~rI.J:tL:. 111 till.' el"!lIl III}' spOllse, Chal'lcs Ilrighl, lai Is tu sOl'\'i\'c mc IJ}' al If!asl lIillelr ('}I)) dars, il shall lJe pres limed Ihal he pn!t1ece<lsetl lIIe, EHi.U11/J. H)' SJlf)IISP is l'XI.'llllillg 11 silllilal' llill; 1101<1'1"'1', Ih"l'l' is 110 illb'lIlioll Ihl11 ,'ilhl'l' or 115 IIhl1ll Iw pl'uhihil,!t1 fl'Olllllll1kill1-; II dil'f"1'f'1I1 testalllelltal'\, dispusil iOIl eilllPI' 1I<'fun' ul' afll'l' lhl' dl'1IIh Ilf ""',, uf Wi. IN IIITNESS HIIEREUF, 1 1I<l1'<! hel'l'uul.o :;el III)' h<llld 111111 spa I t hir. j..!2 i~ ,Iar o I' "~'-L..,,1_l,.L_, I '}'J:l. Y--" ,,'" 'C' _ ....-. '.,. / /.'/c<..G (---, Z~ :- >"-(',1'111) I._-!'-....I<.._____.__.__ L/-U-yt,~(-- ' . , 1I(!ll il' E. Ill'ighl ' Siglled, sl'!alell, puhl isllf!d alld dl!e1m'l!d hI' 1IH' fOI'f'l;oillg '1'L':;l1l1I'iK ar. <1l1d for hel' Last Iii I ] alld 'I't':;II1I11I'1I1., cOlIsist'ing o( I. pagf)~~ in I.IIP (In!S(IIlCC 01 u:{~ I~hu ill. her r('qup:.;l.~ alld in hl'!' pl'eSCIICIJ. mill ill Lhe prescllce of each ol.hel', hal'!! hereulIlu set OUI' hallrJs .1ISH i[H'SSf!:; lhl!l'elo. 6'~CC"'): I ::LJ~~, 6../Z{,L;~~a?;;,-...,. -- t:;J J r1.a II) .. c;t;J:u'YLG_~ . ....0 ~:f..Jc.Q 4 cmmONllliM.'I'1I or I'ENNSYLVANIA ClJUNTY OF \'UIlI( I, Nelllo E. 1~1"ight. Te.';tatrb;. I~hose nalll'! is signed 10 (he atl;u;hl'd OJ' 10J'I'!:oing instrument., being dul)' fJua1ified a('(:('rdlug to I"". do ht!l'I!br ackuln,IOlh;(! I hal I s IgUf!11 aud e~pCUlt'll lhp iustl'ullleul as III}' Lasl IIi I I ,11111 'I','.':I;IIII1'ul; thilt I slgupd It I~i II iugl)': aud thal I siguet! il as m)' fl'ee aud volunl.o1J'l' <It'! for 1/11. /lUI'lIUS.:,'; Ihl!l'r'in 1'~/lI'p.s.';Otl. Slwrn to OJ' afljl'pled aud aCIIIIOI'\('dgCU,boforo nil' hl' Nollie Il. I/right. I.hl' Tm;tatJ'i~, Ihl5 .Lt.L dar of j.d'(~!/II.LQ^ . 199'1. CONNONlillAL'I'1I OF I'ENNSYLVANIA 7ld.L'~ c U~L.Jdtr- r~~)e/, E. IIrighl. 'J ._:::-. <.j',W7 (0 (' l)((,e Vi(' No tal'}' I'uh 1 i c N)' COlllmission e~)iJ'es' f.lolat;i11Sfml . Slk1ron E. P.tWI':lsox,l'Iolary rul>llC I'!\'ncfl{~r I.taro. YOtlt County My COllll11i~.;sion Gxp~ltl!l Oct. 27, 1901 COUNTY OF YORK /', /.' ',': /7 1/(1(-'{LL"..d)tJ~1L_.___ and b.0I,(r.~_.c/_a.~.MiJj lhe wi lrwssp!; l-JJHJ!H~ n;l(IlGs nre signed t.o lhe nl.l.nchcd or fOJ'('goi IIg i 1I;~~lIl, JUllng dul)' fJuaJifll'l1 acr;ol'lling to 11111, dll IlepllS'! ,11111 sar lhal IH! (,el'l! pl'l'sent :Hili sa" 'I'.!sl.alJ'ix sign "'"I execute tho insl.rulllpul as her In", ilnd \'Olllnl.ill')' act Cor the ptll'pOSI!S I.hl!rl!in oxpress(!II; thaI: each of liS in Iht.' heal'inl; and sight uf Ihe Teslatrix "as at the liui(1 IS 01' mOI'e rears 01 age, of sound mind and under no constrain!: 01' undue influence. / / .) /SIWI:Jxt p~: aIf j rmed a!fl2;~uusCI,' i hedd~~~l~, II~' hr ( / \ " '11 IJ(t};.J....L2:J. ? t.: ,..J. and _l,.~ ~Z:;( IS.. _., hI i lI\E~SSP.S, this .JJoojl dal' o[ iJ.' (-'I" " ';' 1')')3. 1 C' (>'~~...4?{'~/.Y2yl-.:__ ~~ 7 ~f--VjL ~}I (u J/ , ..:.~(/:(l!..1!J_ C ., .'. ?l(1.'(\",,/ Notal')' I'ublic 7- N)' COlllmission Expil'I!~: "",,,,;,,,80'" ] S11<ucr1 E. Ro{,l~'Ir.O:-:. Nol;uy Plllllic 5 ~ !::\11~IVfr r::oro, YOII\ Cllttl lly fJiy r.on"'lis;,;(J111:~piI8!; {J.:.:~::.1:97 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 5S: MILES ,\" IIURO - .--...- ------------- ._---- -- .---. --- boin9 duly ....lilillrlL ' ,-- .,,_ .ccordin9 to I.w, doposes .nd s.ys th.t ho ,Js.__the... EK.I~j;tLt.o.r.__.._, I th E t t I NELLIE E. WRIGIlT _ _ _" 0 0 sa e 0 __.________... -0 I.t. 01...-. Ca.rllsle Boroup,h , Cumb.rl.nd County, 1'.., d.c....d .nd thet th. within is .n invontory m.do by ...Miles_T... ll.w:d_. ._-- -----, the said-Exe.c.u.tlll.--.- 01 th. ontiro osteto 01 ..id docodont, consistin9 01 .11 tho porson.1 prop.rty .nd ro.1 ost.to, exc.pt real oslato ouhido th. Commonweelth 01 Pennsylv.ni., end th.t the li9ures opposito each itom 01 the Inv.ntory repr..ont it's I.ir v.lu. 's 01 tho d.to 01 docedent's de.th. /J1tuJ..- ;H. ___,_/tHAW R ;-jp4~t- 19 <?,j ~p _ ":/l_~~:_____,_ Executor. Adminhlr.'or c;.,k'<'1hV and subscribed belore me, 22..CharLy..5.cee- .LallC.__ Shrewsbury, PA 17361 --.. ----..---.---.---..- NOTARIAL SEAL VMAN A. GENT, Notary Public BcIrough at Hanover, Vall< County My Commission Expire. Aug, 14,1999 .___.____ _____ __.______ _ .___,..~__ _~ ____ __ n. .__...____..._.__ Add,." Date 01 Death ___!L __.____._,_~l'tember_-,--- Day Month 1997 4- _______________.___ Year INSTRUCTIONS I, An invontory must bo Illed within three months alter appointment 01 person. I representative. 2. A supplement inventory must be filed within thirty days 01 discovery 01 additional assets. 3. Additional sheets may be allached as to personalty or realty 4. See Article IV, Fiduciaries Act 011949. >- "" " f- w ~ ~ cr; f- '" N W <( " ll. f- u "- 0 VI " " "- 0 w w 0 '" Ul ;>- 0 :r: cr; .. to> " I l- ll. H ll. " I- ....J U. '" ~ "- Z <( 0 '" D.. 0 a- u. ....J '-' "':I: I W 0 <( W H ,;. @<( H > Z cr; '" - N Z 0 :;: " '-' 0 " .; VI Z 0 '" to> () '" Z w <( ... ll. to> "" Ul " H '" <1l ,.., ~ -.: H ,.., 0 " W .D -" :l Z " E ""0 0 + .! 0 '" / .. " 0 ....J U u: CD /3j(j3-/1 BUREAU OF INDIVIDUAL TAXES INftERUAHCE lAX DIVISION Dt:Pl. l80601 fIAARISIIJRO, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AHO ASSESSMENT OF TAX DOUGLAS H GENT ESQ SUITE 4 1157 EICHELBERGER ST HANOVER PA 17331 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-06-1998 WRIGHT 09-12-1997 21 97 - 0772 CUMBERLAND 101 A.ount Remitted c:.. . 1("'-1541U"'("",971 NELLIE E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=isiij-EX-Af'P--fo'9"".:'97rtiiiricE--On-NHEifiTAifcn'"liir"A-piiRA-isEiiEtiT~--AL:rojjiiNCnfR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WRIGHT NELLIE E FILE NO. 21 97-0772 ACN 101 DATE 07-06-1998 If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (IS) 16. A.ount of Line 14 taxable at lineal/Class A rate (16) 17. A.ount of Line 14 taxable at Collateral/Class 8 rate (17) 18. Principal Tax Due TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estete (Schedule AI 2. Stocks end Bonds (Schedule BI 3. Closely Held stock/Partnership Interest CSchadule C) 4. Hortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule FI 7. Transfers (Schedule G) 8. Total Assets I CHANGED (II (21 (31 (41 (51 (61 (7) .00 .00 .00 .00 17.642.73 .00 .00 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortg8ge LiBbilities/Liens (Schedule II 11. Total Deductions 12. Net ValUCI of Tax Return 13. Charitable/Governmentsl Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax (9) lID) 5,309.39 1.890.41 (11) 1I2) (13) 1I4) (Schedule J) NOTE: .00 X .00= 10,442.93 X .06= ,00 X .15: (Ie) TAX CREDITS: PAYHENT DATE 12-11-1997 RECEIPT NUHBER AA242539 DISCOUNT (+) INTEREST/PEN PAID (-) 31.33 AHDUNT PAID 800.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. HOTE: To insure proper creel! t to your 8CCCM.alt, subtoit the upper portion of this fOnD with your tex peyooent. 17,642.73 7.1 qq Rn 10,442.93 .00 l.~. ;.j.~:2. 93 .00 626.58 .00 626.58 831.33 204.75CR .00 204.75CR IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I q ,. .. t:'~ '" -0 : u.. (0 r" (1- 0\ I '. ~ - . D ,) .:. cD .;;S:: CJ 0: '" ;l!5 0: f.)(j RESERYATlOH: Estates of decedents dying on or before Dec.-ber 12, 1982 -- if any future interest in tho estate 1. transferred in possession or enjo~t to Class 8 (collateral) bGnef1clarl.s of the doced<<lt aftar the expIration of an)' 8state for 11f8 or for yaars, the c~onw.alth hereby expresslY reserves the right to eppralse .-xl assess transfer lmerltance Taxes at tho lawful Class B (collateraIl rat. on any such future Intllrest. pURPOSE OF HOTICE: To fulfill the requlrHents of Section 2140 of the Inheritenee end Estet. Tax Act, Act 21 of 1995. (1Z P.S. Section 9140). Detech the top portion of this Notice end subllit with your plIYHnt to the Register of Wills printed on tho revers. side. --Hake chack or ItOnClY order payable to: REGISTER OF MILLS I AGENT PAYMENT: REFUND (CR1: A refund of e tax credit, which was not requClIsbd on the Tex Return, .8)' be requested by c~leting IK1 "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of WillS, any of the 23 Revenue District Offices, or by calling the special 24-hoUr answering service nu.bers for forlls ordering: In PennsYlvania 1-&00-362.2050, outside pennsylvania and within local Harrisburg area (717) 7&7-8094, TOO' (717) 772-2ZS2 (Hearing I~aired Only). Any party in interest not satisfied with the apprais.-ont, allowance or disallowance of dedUctions, or ~sS8Ssaent of tax (including discount or interest) as shown on this Notice IlUst object within sixty (60) days of receipt of this Notice by: .-written protost to the PA Departllant of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128.1021, OR --election to have the lIatter deterllined at audit of the account of the personal ropresentative, OR -.appeal to the Orphans. Court. OBJECTIONS: ADHIN ISTRATlVE CORRECTIONS: Factual errors discovered on this assessllent should be addressed in writing to: PA DepartllGnt of Revenue, Bur~au of Individual Taxes, ATTN: Post Asses~ont Roview Unit, Dopt. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of tho b,~~let "Instructions for Inheritonce Tax Return for a Resident Decedent.. (REV-IS0l) for an explanation of adllinistrativelY correctable errors. If any tax due is paid within three (3) calendar 1I0nths after the decedent"S death, a five percent (SZ) discount of the tax paid is allowed. The 1Sr. tax 8Bf1esty non-participation penalty is co.-puted on tho total of the tax and interest BSSQSSed, end not paid before January 18, 1996, the first day after the end of the tax ~esty periOd. This nonwparticipation ponal ty is appealable in tho sBlle lIanner and in the the SaIKI tille per lad as you would appeal the tax end interest that has been assessed as indicated on this notice. Intofest is charged beginning with first day of delinquency, or nine (9) .onths and ono (1) day fr~ the date of death, to the date of payment. Taxes which boc8lle delinquent before January 1, 1982 bear interest at the rate of six (6r.) percent per annum calculated at a daily fate of .000164. All texas which be~e delinquent on and after January 1, 1982 will bear interest at e rate which will vary frOll calendar year to calendar year with that rate announced by the PA Departllsnt of Revenue. The applicable interest fetes for 1982 through 1998 era: '!!!!: Intllrest Rate DailY Interest Factor :!!!r Interest Rate Daily Interllst Factor 1982 20r. .000548 1987 9Z .000247 1983 16r. .000438 1988-1991 11% .000301 1984 11r. .000301 199' 9Z .000247 1985 13r. .000356 1993.1994 n .000192 1986 lOr. .000274 1995-1998 9Z .000247 --Interost is calculetlld as follONS: DISCOUNT: PENAlTV: INTEREST: INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issulld after the tax bacoaas delinquont will feflect an interest calculation to fifteen (IS) days beyond the date of tha assesSIIent. If paYllont is made after the interest CQlPUtation data shOWn on thD Notice, additional interost lIuSt be calculated. f5,J.O?:,-// COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT c '* BUREAU OF INDIVIDUAL TAKES INHERITANCE TAX DIVISION DEPT. 28D601 HARRISBURG, PA 1712&-0601 IIV-IU'U UP 111-'" DOUGLAS H GENT ESQ SUITE 4 1157 EICHELBERGER ST HANOVER PA 17331 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-03-1998 WRIGHT 09-12-1997 21 97-0772 CUMBERLAND 101 E NELLIE Allount Re..itt.d i MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper' portion of this fora with your t.x paynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v=iEjifj-EX-iiFP-ioi-:ij;y------ii..--iNif€RITAiic'E-;:ilif-si'A'TEM"ifti;:-OF-il'i:couiiT--.-iii--------------------- ESTATE OF WRIGHT NELLIE E FILE NO.21 97-0772 ACN 101 DATE 08-03-1998 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAK DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 06'22-1998 PRINCIPAL TAX DUE,. 626.58 PAYMENTS (TAX CREDITS), PAYMENT DATE 12-11-1997 07-17-1998 RECEIPT NUMBER AA242539 REFUND 800.00 204.75- DISCOUNT (+) INTEREST/PEN PAID C-) 31.33 .00 AMOUNT PAID N -' ~/) :~- '(1 N ~ z:; ;.... G.~O:: -" ~~ ;1) ::5 ~ TOTAL TAX CREDIT 626.58 ~)~ 9' BALANCE OF TAX DUE .00 .00 .00 INTEREST AND PEN. . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. TOTAL DUE IF TOTAL DUE IS REFLECTED AS A "CREDIT"' ICRJ, YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) PAYHENT: Detach the top portion of this Notice and subllit with your paYllent lIade payable to the n8lle and address printed on the reverse side. If RESIDENT DECEDENT Make check or 1I0ney order payable to: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT lIake check or Money order payable to: COHHONWEAL TH OF PENNSVLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Roturn, .ay be requested by cOIIPleting an '"Application for Refund of Pemlsy!vania Inheritance and Estate lax" (REY-1313). Applications lire available at the Office of the Register of Wills, any of the 23 Revenue District Offices or frail the Depart.ent"s ?'4-hour answering service nuabers for forMS ordering: In PonnsYlvania 1-600~362-2050, outside PennsYlvania and within local Harrisburg IIrea (717) 787-8094, TDD* (717) 712N2~2 (Hearing IlIpaired only). REPLV TO: DISCOUNT: PENALTV: INTEREST: Questions regarding errors contained on this notice should be addressed to: PA Dapart.ant uf Revenuo, Bureau of Individual Taxes, ATTN: Post AsseSSllent Revi"w Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. If any tax due is paid within three (3) calendar Months after the decedent's death, a fivo percent (5X) discount of thG tax paid is allowed. The 15X tax slInesty non-participation penalty is cOMPuted on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day lifter the end of the tax aMnosty periOd. Interest is charged beginning with first day of delinquency, or nine (9) lIonths and ona (1) day froll the date of dellth, to tho date of pay.ent. Taxes which becaMe delinquent before January 1, 1982 bear interest at the rato of six (6i:) percent per annuli calculated at 8 daily rate of .000164. All taA:es wilich becalle delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar yaar to calendar yoar with that rate announcGld by the PA Depart.ent of Revenue. The applicable interest rates for 1982 through 1998 are: Vear Interost Rato Daily lntorost Factor Interest Rate Daily Interest Factor Voar 1982 20i: .000548 1987 9i: .000247 1983 16i: .000438 1988-1991 llX .000301 1984 lli: .000301 1992 9X .000247 1985 13i: .000356 1993-1994 7i: .000192 1986 10i: .000274 1995-1998 97- .000247 --Interest is calculated o. follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax boco.os delinquont will reflect an interest calculation to fifteen (15) days boyond the date of tho assessftent. If pay.ent is .ade after the interest co.putaticn date shown on the Notice, additional interest .ust be calculated. STATUS REPORT UNDER RULE 6,12 Name of Decedent: /Ve de: (~ ~/"e -c,/-I , 'I / q~y /91 ./ Date of Death: I { [)7'?'v will No. ~/- 9'1- Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State w~ether administration of the estate is complete: Yes l/ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes , No V . b. The separate Orphans' Cuurt No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No ct. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the C~rk of the Orphans' Court and may be attached to this report. :. r-': ~~ ..Jj ~ Signat.ure ~/eJ r &RcI Name (Please type or print) :2 2- C;(e.-e~/ ~ ~,.vL- Address' L7/1 7'" I ..1 /vU-<J, b.'..y( /'/CI / .) t (7/7) 1- '3 )~ J-t (J.- Tel. No. ~Personal Representative Date: 9I/J/9'1 7'-/ Capacity: Counsel for personal representative (MAH: rmf I AM3)